Waste services, valet trash and bulk removal for residential communitiesValet Trash & Bulk Removal Company
A valet trash and bulk removal company restructured its self-implemented Service Cloud org and connected it to its field dispatch system, so route scheduling and job completion data flows automatically between the two platforms.
A valet trash and bulk waste removal company servicing apartment complexes, senior living communities, and student housing had self-implemented Sales and Service Cloud without following Salesforce best practices. The org had a flat data model, inconsistent processes, and no connection to the external dispatch platform the team used for scheduling nightly doorstep pickup routes and tracking job completion.
The challenge
The team was not using Salesforce's built-in email tools, instead copying record details into Gmail to communicate internally. Everyone handled records differently with no shared best practices, and the field team had no automated connection between Salesforce and the dispatch system they used to manage routes and job completion.
The solution
SiiMPLY7 assessed the org and delivered a set of quick wins to establish best practices: Chatter for internal collaboration, email tools properly configured, and a clearer data model. The team then scoped and built a direct API integration with the route management platform, designed to push customer and service details from Salesforce into the dispatch system and pull completed job data back.
Implementation highlights
What we built.
- Org assessment and best practice cleanup including Chatter, email tools, and data model review
- Direct API integration with the external route management and dispatch platform
- Customer and service data pushed from Salesforce into the dispatch system
- Job completion data pulled back from the dispatch system into Salesforce
- Customer portal scoped for self-service service requests, job status, and invoicing
Results
Job and customer data flows between Salesforce and the dispatch system without manual re-entry
Best practices established across the team for consistent data handling
Customer self-service capability scoped and positioned for a follow-on phase
Engagement summary
SiiMPLY7 cleaned up a self-implemented org with best-practice quick wins, then built a direct API integration with the dispatch platform so route and job-completion data flows automatically between systems.
What's next
The customer portal and deeper reporting on service completion, billing, and customer activity were identified as natural next phases.
More case studies
Looking for similar results?
Let's simplify the complex, together.
A senior architect, not a sales rep, will map your first move inside 48 hours.